Vintage Asset Management (VAM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. VAM creates a personalized Investment Policy Statement for each client to guide investment decisions. VAM generally invests in equities and money market funds, but may also use ETFs and closed-end funds. VAM requires authority to make trades without asking clients first.
Assets Under Management$26M
Clients30
Advisors1
Avg. per Client$870K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee may be up to 1.25% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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